| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,606,000 |
INVESCO3 years Service code 27 22069 NETWORK PLACE · CHICAGO, IL 60673 | Advisory (Plan) | $327,000 |
FORMULA CORPORATION3 years Filed as: FORMULA FOLIO INVESTMENTS LLC Service code 26 89 IONIA AVE NW · GRAND RAPIDS, MI 49503 | Advisory (Participants) | $179,000 |
TOWNSQUARE CAPITAL LLC1 year Service code 26 5314 RIVER RUN · PROVO, UT 84604 | Advisory (Participants) | $105,000 |
MERCER1 year Service code 27 PO BOX 13793 · DALLAS, TX 75373 | Advisory (Plan) | $75,000 |
Service code 26 3883 TELEGRAPH ROAD · BLOOMFIELD TWP, MI 48302 | Advisory (Participants) | $40,000 |
STOEL RIVES LLP5+ years Service code 29 201 SOUTH MAIN STREET · SALT LAKE CITY, UT 84111 | Legal | $38,000 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Other fees; Account maintenance fees;... | $35,000 |
KPMG LLP5+ years Service code 10 15 WEST TEMPLE · SALT LAKE CITY, UT 84101 | Accounting | $28,000 |
Service code 26 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Advisory (Participants) | $20,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,677 | $58,202+21.4% | $172,757-59.1% | $89,609-21.1% |
| Participation rate | 78.7% | 72.8%+5.9pp | 82.6%-3.9pp | 69.6%+9.1pp |
| Annual return | 21.36% | 61.59%-40.2pp | 803.06%-781.7pp | 33.65%-12.3pp |
| Employer contribution / active EE | $1,873 | $1,759+6.5% | $5,144-63.6% | $2,584-27.5% |
| Participant deferral / active EE | $3,764 | $3,335+12.9% | $5,198-27.6% | $4,222-10.9% |
| Admin fee / account holder | $60 | $53+13.4% | $13,956-99.6% | $72-16.8% |